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Dec 31, 2024

HSBC Q4 2024 Earnings Report

HSBC reported stable revenue with improved pre-tax profit despite notable one-time charges.

Key Takeaways

HSBC's Q4 2024 results showed revenue of $11.6 billion, a decrease of 8% year-over-year, with EPS at $0.01. Excluding notable items, EPS was $0.29. Net income was $197 million, operating income was $2.3 billion, and pre-tax profit excluding notable items grew by 10% year-over-year. The bank's financials were impacted by a $5.2 billion foreign currency translation loss related to its Argentina business disposal.

Q4 2024 revenue declined by 8% to $11.6 billion.

Pre-tax profit excluding notable items rose 10% year-over-year to $7.3 billion.

Net income for the quarter stood at $197 million.

HSBC announced a fourth interim dividend of $0.36 per share.

Total Revenue
$11.6B
Previous year: $13B
-10.9%
EPS
$1.45
Previous year: $1.25
+16.0%
CET1 Ratio
14.9%
Return on Average Equity
14.6%
Loan Loss Provisions
$1.36B

HSBC

HSBC

HSBC Revenue by Segment

HSBC Revenue by Geographic Location

Forward Guidance

HSBC expects mid-teens return on equity from 2025 to 2027 and aims for a 3% reduction in operating costs in 2025 while targeting stable revenue growth.

Positive Outlook

  • Targeting mid-teens return on equity from 2025-2027.
  • Banking net interest income expected to remain around $42 billion in 2025.
  • Cost reductions of approximately $300 million expected in 2025.
  • Continued focus on capital returns, including buybacks and dividends.
  • Expansion in wealth management and international banking segments.

Challenges Ahead

  • Global economic uncertainty may impact revenue growth.
  • Cost pressures from inflation and regulatory requirements remain high.
  • Potential continued credit impairments in commercial real estate.
  • Geopolitical risks affecting operations in key markets.
  • Ongoing restructuring costs from strategic business exits.